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PTRBPGIM Total Return Bond ETF

Get income4y track recordRanked #497 of 1,622 in this goal

Seeks total return.

By PGIM · Launched 2021

Annual Cost

0.49%

#2,404 of 5,562 · average

Fund Size

$987M

#1,125 of 5,562 · large

Dividend YieldGoal

5.12%

Track Record

4 years

#2,556 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,546+5.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 14.8% of fundwell diversified

PGIM AAA CLO ETF - Old IO fund
4.7%
(PIPA070) PGIM Core Government Money Market Fund
2.6%
US TREASURY N/B
1.4%
US TREASURY N/B
1.3%
PGIM Corporate Bond 0-5 Year ETF
1.0%
Rockford Tower CLO Ltd
0.9%
US TREASURY N/B
0.8%
PGIM Corporate Bond 5-10 Year ETF
0.8%
PGIM Active High Yield Bond ETF - Old IO fund
0.7%
US TREASURY N/B
0.7%

Asset allocation

Bonds
98.6%
Preferred
1.1%
Other
0.2%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.0%Low

Year-on-year price swings

Max drawdown
-19.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.32Below average
Sortino (3Y)
0.45Moderate downside risk

Bond profile

Duration

4.5 years

Avg maturity

9.5 years

Credit ratings

US Government
31.5%
AAA
50.3%
AA
18.3%
A
7.5%
BBB
12.7%
BB
5.1%
B
2.7%
Below B
0.7%
Other
2.7%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return.
Strategy
Invests primarily in bonds for income and capital appreciation, including U.S. Government, corporate, and foreign debt. Actively managed with a focus on economic analysis and may invest in high yield and emerging market debt.
Inception date
December 2, 2021
Fund family
PGIM

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Data updated on 2026-06-19